RA
HTO

Rise Advisors’s H2O America HTO Stock Holding History

Rise Advisors’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-214
Closed -$10.4K – 1210
2025
Q3 		$10.4K Hold
214
– – ﹤0.01% 970
2025
Q2 		$11.1K Hold
214
– – ﹤0.01% 929
2025
Q1 		$11.7K Buy
+214
New +$11K 0.01% 866
2024
Q4 		– Sell
-122
Closed -$7.07K – 1201
2024
Q3 		$7.07K Buy
122
+1
+0.8% +$59 ﹤0.01% 1060
2024
Q2 		$6.55K Buy
121
+36
+42% +$1.97K ﹤0.01% 1060
2024
Q1 		$4.81K Buy
+85
New +$5.04K ﹤0.01% 1091

Other funds holding HTO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return